How long have you been working in your field?
15 years (since 2006)
What are your areas of focus?
Retirement planning, specializing in the nuances of financial planning as they pertain to clients in or transitioning into the retirement years.
What problems do you consistently solve for your clients?
Retirement planning strategies including tax, income and RMD (required minimum distribution), legacy planning and wealth protection.
Tell me about how you got into your line of work.
I found a passion for helping families with financial planning, while working for a local bank and studying finance in college
What is the best advice you’ve ever received?
Regard the unknown as friendly, and ultimately beneficial.
What did you want to be when you grew up?
A financial professional. My dad worked for a bank and my mom was a math teacher, so I was drawn to finance at an early age.
What is on the top of your bucket list?
Sail across the Atlantic Ocean.
What are you most passionate about professionally?
Helping people enjoy retirement.
Personally?
Sailing.
Family info:
I grew up in White Bear Lake and currently reside in Minneapolis.